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Summit Wealth Group, LLC: EAGL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Wealth Group, LLC on EAGL, newest first. How the timeline and the estimate are built.

Summit Wealth Group, LLC held 365,626 EAGL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 365,626 shares
    Change vs previous 13F 0 shares

    2.4% of the 13F portfolio, value $11,762,188.

    13F-HR 0001802865-26-000004 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 365,626 shares
    Change vs previous 13F -350 shares

    2.55% of the 13F portfolio, value $11,122,343.

    13F-HR 0001802865-26-000003 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 365,976 shares
    Change vs previous 13F 0 shares

    2.77% of the 13F portfolio, value $11,879,581.

    13F-HR 0001802865-26-000001 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 365,976 shares
    Change vs previous 13F +4 shares

    2.77% of the 13F portfolio, value $11,440,410.

    13F-HR 0001802865-25-000007 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 365,972 shares
    Change vs previous 13F 0 shares

    2.84% of the 13F portfolio, value $11,045,000.

    13F-HR 0001802865-25-000005 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 365,972 shares
    Change vs previous 13F +1 shares

    3% of the 13F portfolio, value $10,251,000.

    13F-HR 0001802865-25-000004 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 365,971 shares
    Change vs previous 13F -40,720 shares

    2.95% of the 13F portfolio, value $10,192,000.

    13F-HR 0001802865-25-000001 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 406,691 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $11,127,000.

    13F-HR 0001802865-24-000005 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).